Bloomberg Surveillance

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Bloomberg Surveillance hosted by Paul Sweeney & Jess MentonDecember 27th, 2024
Featuring:

• Robert Teeter, Chief Investment Strategist at Silvercrest Asset Management, on market observations from 2024 and what to expect from equities in 2025
• Melissa Otto, Head: TMT Research at Visible Alpha, discusses expectations for Big Tech in 2025 and some of the most pressing questions the sector faces heading into the new year
• Jennifer Lee, Senior Economist at Managing Director at BMO Capital Markets, talks about the macroeconomic picture in the US and abroad and the outlook for inflation and the US labor market
• Julie van Ullen, Chief Revenue Officer at Rakuten, on consumer behavior this holiday season and consumer strength heading into the new year

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-Peter Tchir, Head of Macro Strategy, Academy Securities
-Wendy Schiller, Taubman Center For American Politics and Policy Director At Brown University
-Jay Pelosky, Chief Investment Officer/Co-Founder, TPW Investment Management

Peter Tchir of Academy Securities says he thinks January will bring, "a lot of volatility." Wendy Schiller of Brown University warns the incoming Trump administration, "Even with the Republican trifecta you will not always get the victories quickly." Jay Pelosky of TPW Investment Management is, "looking at opportunities outside the US."

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Bloomberg Surveillance hosted by Paul Sweeney & David GuraDecember 26th, 2024
Featuring:

• Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, joins for an extended discussion on the Fed, the US economy, and how politics could play a role in markets in 2025
• Wendy Schiller, professor at Brown University, on the incoming second Trump administration and other DC headlines
• Nicole Larson, Manager of National Retail Research at Colliers, on consumer health, recent retail trends, and spending outlook for 2025
• Talley Leger, Chief Market Strategist at The Wealth Consulting Group, talks about why the "indicator macro" has been so wrong and discusses the bear case for the US economy

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-Margie Patel, Sr. Portfolio Manager, Allspring Global Investments

-Ryan Petersen, Founder & CEO, Flexport

-Stuart Kaiser, Head of Equity Trading Strategy, Citi

Margie Patel of Allspring Global Investments says the stock market, "is reasonably priced for another decent year." "People are trying to get goods in before a potential strike or tariffs," says Ryan Petersen of Flexport gauging the impact of Trump's looming tariffs. Stuart Kaiser of Citi warns, "volatility is kind of a little bit all over the place."

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Bret Barker and John Stoltzfus

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 24th, 2024
Featuring:

• Ann Miletti, Allspring Global Investments Head: Equity
• Stuart Kaiser, Citi Global Markets Head: US EquityTrading Strategy
• Gautam Mukunda, Yale School of Management lecturer of Management practice.
• Lisa Mateo on newspapers

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Anton Posner and Dana Telsey

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Michael O'Rourke of Jonestrading suggests being selective, saying, "I'd be cautious about chasing the S&P 500 itself." Clint Henderson of The Points Guy says people are traveling further and for longer, and should be looking for international bargains. Jonathan Miller of Miller Samuel discusses the real estate outlook for 2025, including how behavior might change from potential homebuyers.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 23rd, 2024
Featuring:

• Tina Fordham, geopolitical strategist at Fordham Global Foresight
• Andrew Slimmon, Head: Applied Equity Advisors at Morgan Stanley
• Dana Telsey, founder at Telsey Advisory Group
• Lisa Mateo on newspapers

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What does it mean for content creators to “go onchain?” We’ll learn how this movement to take financial power back from closed-off social media platforms could give creators a kind of freedom that they’ve struggled to hold onto for centuries.

This episode is sponsored by Coinbase.

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